CRM Strategy & Enablement
Today’s market dynamics make retaining and nurturing your customers more important than ever.
Not only do customers have more choices, but they are increasingly becoming more mindful of their spend and the companies they want to spend with. Companies who know their customers deeply and can engage with them in authentic, highly personalized ways are in the best position to thrive in the new economic reality.
CRM done right will dramatically differentiate you from your competitors, uniquely position your company to retain customers, and nurture deep loyalty to your brand. CRM done wrong will drive your customers to your competitors.
While many of our customers initially believe they have a robust CRM program, our team can help to maximize your success by applying best-in-class CRM practices across your marketing, sales, customer service, and data analytics.
Our Approach to CRM Strategy & Enablement Services
NEGLECTING CRM IS NO LONGER AN OPTION
CRM is a robust, cross-functional strategy and operational plan that puts the customer first across all pillars of your business. It should be prioritized like other key business functions, incorporating the right mix of strategy, people, technology, process, and tactics.
CRM Strategy & Enablement Skills & Services
OUR CORE AREAS OF FOCUS
Chameleon Collective is able to leverage its diverse set of experts with CRM marketing experience to affect change across your business from strategy to execution in a way that few companies can.
Strategy
- Strategy Assessment
- Audience Segmentation
- Omni-Channel Customer Engagement Strategy
- Customer Journey Design
- Vision for Customer Centricity
- Data Collection & Usage Strategy
Execution
- Loyalty Program Development
- Retention & Nurture Programs
- Customer Onboarding
- Churn/Winback Initiatives
- Data Quality/Cleanup
- Marketing / Sales Automation
- Email Campaigns & Automation
- SMS Campaigns & Automation
- App Push Messaging Programs
Analytics
- Analytics Roadmap & Development
- Definition of critical KPIs
- Reporting infrastructure
- Reporting design and development
- Analytics infrastructure
- Foundational analytics
- Design of ideal analytics organization
Business Operations
- Technology Stack Assessment
- Strategic Roadmap Development
- Technology Roadmap Development
- Vendor Review / Selection
- Process Implementation
- Team / Talent Assessment
- Opportunity Assessment/Business Case Development
- Change Management
- Playbooks & Training
Meet the team
FEATURED CHAMELEONS
Martin Salisbury
Growth & Content MarketingAs a digital marketing consultant and operations manager, Martin helped companies like Verizon, Nielsen, and AARP build customer engagement and implement lead-generating communications for their products.
Julie Znoy
Email & CRM StrategistA results-driven, passionate marketer and problem-solver specializing in data-led customer retention, email marketing, loyalty, and SMS strategy.
Valerie Milovic
Sales Strategy ConsultantAn Interim Sales Leader with B2B & B2C expertise who has led international sales for IBM, Symantec, McAfee, and HP Software.
Susan Martindill
Sales Optimization Marketing ConsultantSusan helps small and midsize businesses run measurable and efficient marketing programs through personalized consulting services.
Kelly Colbert
VP Customer StrategyWith experience in retail, entertainment, luxury & lifestyle industries, she's led customer marketing, retention, acquisition, and marketing automation initiatives for companies such as The Walt Disney Company, Estee Lauder Companies, Tiffany & Co., Rebecca Minkoff, and more.
Jonathan Nail
Partner, CRM & Marketing Automation StrategistA CRM/Marketing Automation expert, adept at leveraging automation tools & developing CRM strategies to drive customer engagement for brands like WorldRemit, Madison Reed, Malin+Goetz, and G-Form.
Brittney Kleinfelter
Marketing Director15 years of marketing experience across retail and e-commerce, publishing, finance, and technology. Brittney specializes in SEO, SEM, marketing technology, email marketing automation and web analytics.
Adam Towvim
INTERIM CRO/CMOAn interim marketing leader with deep expertise in customer data analytics who has led growth strategies for companies like Salesforce, LiveRamp, Jumptap (now part of AOL), and Waystar.
Doug Nugent
Customer Success & Retention ExpertA Customer Experience & CRM expert who optimizes customer journeys for loyalty & operational efficiency. He brings strategies to fruition with companies like Envoy, AccuWeather, Walmart and P&G.
Case Studies
RELEVANT EXPERIENCE
The following work represents a cross-section of our relevant experience:
We adapt. We scale. We help grow successful businesses.
Find out if Chameleon Collective is the right partner for you.